ABOUT US

Find out a bit more about what makes us tick

Why Ungaro & Co?

–We’re independent! Not only from any one bank, but we’re also independent from you, so we’re more likely to tell you what you need to hear, not just what you want to hear

– We’re local and we’re a niche player. We work with people who specialize in what they do and value working with specialists.

–We want you to grow property wealth. Often it’s not as simple as a great rate, but we’ll get you that too – we look at the big picture.

– We have a voice and that voice is original. So much financial news is simply regurgitated. The bank economist to the banker, to the newspaper employee and then to you. We aim to source and produce original content that will provide genuine insight to you.

– We’re playing a long term game. Let’s face it, there’s plenty of people with a better sales pitch than us. In the end, being here and remembering who the hell you are in 11 years is extremely motivating.

The Organisation

Big when we need to be, small in times of change – longevity is the true measure of success in the financial services industry as there’s no point selling the sizzle when you can’t be there to enjoy the results with others. In the short 14 years of trading it’s fantastic to still have the many of the same clients for this length of time and to witness the effects of following good advice.

At Ungaro & Co your adviser is the point of contact and the support staff are there to…provide support. There is never going to be a ‘cookie cutter’ approach to giving financial advice here and whilst that poses a challenge in terms of ‘scale’, it does ensure that the adviser is accountable and is encouraged to give specific financial advice to clients – not ‘tips and tricks’.

Our Clients

What our clients have in common?

They value our insight and independence when advice is given.

They value the relationship – built right from the start, it’s a fruitful partnership for life, that our clients share with others.

Clients of ours have a positive outlook on life in general‚ look for the best in others‚ and have a desire to grow spiritually‚ personally or professionally.

Our clients are ‘successful’, but not just with their careers, and they value what we bring to their team.

Our Process

1 –Let’s establish if we can help first and foremost. At the outset let’s have a free, no obligation phone call to find out if there is honestly some value that we can add to your world. If we cannot help don’t worry we’ll let you know – no one wants to waste valuable time with someone who can’t help them right?

2- If we can help let’s have an initial consultation. We’ll give you a list of things that we’d like to see in advance of this meeting in order to prepare and get some background on you. At this meeting we’ll help you discover where you’re going – are you selling and upgrading your home? Thinking ahead to your retirement and looking at the options? Once we know about where you want to go we can discuss how to help you get there. At this meeting we’ll clarify and agree on the scope of the work that we’ll do for you.

3- Implementation: Once we’ve completed the work we set out to do we’ll meet with you again prior to finalising anything. It’s important to to spread our time with you over more than one encounter as there is a lot to digest, and we want to ensure that what we’re doing is in your best interests, free from any pressure.

4- Review. Most of our clients enjoy our annual reviews that we offer for free. It’s a time to dream, think and plan that next move or simply to go over what you’re on track to achieving. Staying connected is the part of our job that makes the biggest difference in your world – you’ll end up investing a lot of who you are with us – this will return a dividend in the long run.

What We Believe …

We’re just people like you – we want to provide for our families and we’d also like to make an impact on things we believe in. We’re a niche business operating in your community – we’re not a corporate machine churning out the numbers.

Financial Literacy: We believe NZ children are not being taught enough from their schools, and their families about how to handle money. By dealing with the parents (our clients), indirectly we’re making a difference for the children. We also endorse organisations like

The Commission for Financial Capability

SavY: – A youth led, financial literacy program.

Children: We really need to ensure we’re all working to make NZ a better place for our children. These charities do that!

The Parenting Place: The place to go for parenting advice.

The Graeme Dingle Foundation: helping support Kiwi kids.

Environment: New Zealand’s the best place in the world to live, and technology is now enabling us to respect it in an easy and natural way. We believe environmentalism isn’t about being a gluten free, yoga mastering slipper wearing hippy, it’s about respecting our environment.

What do we do to contribute?

1 –We use sustainable energy: Where we live and where we holiday, whilst we’re still connected to the power company, we supplement our needs by using solar generated power.

2 – Our power company is Ecotricity NZ: a company that uses only environmentally friendly renewable energy generation.

3 – We drive electric: To dropping the kids off at school to getting to work – We view supporting emerging technologies like this as critical to reducing our carbon footprint.

Meet Our Team

Darcy Ungaro Director and Financial Adviser

How it all started: A $900 loan from his brother, a 1971 Mini, a rusty pair of roof racks from the side of the road and presto, Darcy set himself up as a window cleaner! After completing his degree in Economics, the business had employees, did pest control and also water blasting – the business was eventually sold to a competitor and still exists to this day. Shortly afterwards, getting into financial services as a mortgage broker was the first step then in 2008, insurance brokering was also offered and Ungaro & Co Financial Services was born.
Darcy’s passionate about his family, is down with charity, and loves tinkering in the shed on a sunny Sunday afternoon.
Darcy’s an inventor, an entrepreneur and disruptor. He’s acutely aware that the banking industry in particular, is heading for massive disruption and in a good way, wants to be a part of it.
Darcy has completed a degree in Economics majoring in Finance at Massey University in Auckland as well as Level 5 cert. of financial services.
Darcy is a registered financial adviser working in the area of lending and insurance and Kiwisaver – this products are triangulated to diversify, grow and protect wealth.
Darcy started in the finance industry in 2003 and over the years has developed a unique needs based, relationship focused process with all of his clients. Not afraid of ‘going off the beaten track’, be prepared to hear advice that may be a bit unorthodox, but is totally what you need to hear to move forward.

Gayna van der MerweClient Services

Gayna joined up at the start of 2013- her role is to provide back up for Darcy with regards to new and existing clients. Gayna has herself, been a mobile mortgage manager for ANZ and also a mortgage broker up until recently – the experience she brings to the table is invaluable.
In her spare time, Gayna is a property investor and is a mother of two small boys and a wife to one big one. She also likes soup.

Trusted Partners

We hold agency agreements giving us access to the following financial institutions:

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We can work up a tailor made plan for you and your situation, now and right into retirement.

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